NextEra Energy, Inc.
MX ˙ BMV ˙ US65339F1012
SecurityMX:NEE / NextEra Energy, Inc.
InstitutionStack Financial Management, Inc
Latest Disclosed Ownership309,018 shares
Latest Disclosed Value $ 28,701,592
Stack Financial Management, Inc reports 0.13% increase in ownership of NEE / NextEra Energy, Inc.

On May 4, 2026 - Stack Financial Management, Inc filed a 13F-HR form disclosing ownership of 309,018 shares of NextEra Energy, Inc. (MX:NEE) valued at $28,701,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 308,616 shares of NextEra Energy, Inc.. This represents a change in shares of 0.13% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-04 2026-03-31 13F NEXTERA ENERGY COM 65339F101 309,018 402 0.13 28,702 15.85 2.1081
2026-02-03 2025-12-31 13F NEXTERA ENERGY COM 65339F101 308,616 -3,361 -1.08 24,776 5.20 1.8894
2025-11-03 2025-09-30 13F NEXTERA ENERGY COM 65339F101 311,977 -3,260 -1.03 23,551 7.62 1.9544
2025-07-25 2025-06-30 13F NEXTERA ENERGY COM 65339F101 315,237 315,237 21,884 1.9331
2023-05-02 2023-03-31 13F NEXTERA ENERGY COM 65339F101 0 -2,801 -100.00 0 -100.00
2023-02-02 2022-12-31 13F NEXTERA ENERGY COM 65339F101 2,801 -319 -10.22 234 -4.49 0.0236
2022-10-31 2022-09-30 13F NEXTERA ENERGY COM 65339F101 3,120 0 0.00 245 1.24 0.0257
2022-08-04 2022-06-30 13F NEXTERA ENERGY COM 65339F101 3,120 -700 -18.32 242 -25.31 0.0241
2022-05-03 2022-03-31 13F NEXTERA ENERGY COM 65339F101 3,820 3,820 324 0.0296
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.